GLOBAL X DEFENSE TECH ETF (SHLD) Institutional Ownership Changes & 13F Activity

GLOBAL X DEFENSE TECH ETF (SHLD). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Envestnet Asset Management Inc, Jane Street Group, Llc, Osaic Holdings, Inc., and Integrated Wealth Concepts Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Jaffetilchin Investment Partners, LlcSell-2,653-40.6%3,884$231.88KQ2 2026Oct 20, 2026
Envestnet Asset Management IncBuy+318,805+30.5%1,362,699$81.37MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+2,196+36.3%8,243$492.19KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+154,410+73.5%364,559$21.77MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-36,650-32.4%76,567$4.57MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+5,341+33.5%21,284$1.27MQ2 2026Aug 27, 2026
Forefront Wealth Partners, LlcBuy+12,559+55.4%35,209$2.10MQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+24,803+668.2%28,515$1.70MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+14,653+45.6%46,753$2.79MQ2 2026Aug 19, 2026
Fox Hill Wealth ManagementBuy+35+0.6%5,889$351.66KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+25,103+475.4%30,383$1.81MQ2 2026Aug 18, 2026
Copia Wealth ManagementSell-86-2.5%3,348$199.91KQ2 2026Aug 18, 2026
Orion Capital Management LlcSell-31-15.6%168$10.03KQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+11,527+319.8%15,132$904.00KQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+7,189+33.7%28,516$1.70MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+5,015+77.9%11,449$684.19KQ2 2026Aug 17, 2026
Integrated Investment Consultants, LlcBuy+4,529—4,529$270.43KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+3,446+6.8%53,909$3.22MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+528+6.9%8,198$489.50KQ2 2026Aug 17, 2026
Strive Financial Group ,LlcSell-14-51.9%13$776.00Q2 2026Aug 17, 2026
Bank Of America CorpBuy+552,787+5.8%10,128,782$604.79MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-239,786-23.9%763,024$45.56MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+175,628+21.4%997,148$59.54MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Buy+149,904—149,904$8.95MQ2 2026Aug 14, 2026
Mirae Asset Global Etfs Holdings Ltd.Sell-146,681-3.6%3,897,587$231.37MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+141,665+12.8%1,244,427$74.30MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-118,088-14.4%699,345$41.76MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+109,858+125.8%197,160$11.77MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransSell-107,523-19.8%435,066$25.98MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+87,075+28.8%389,073$23.23MQ2 2026Aug 14, 2026
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Frequently asked questions about SHLD activity

  • Which institutional owners are buying SHLD?

    Institutional owners buying SHLD include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SHLD activity?

    "Buy" means an investor increased their reported position in SHLD compared to the prior reporting period. This reflects growing exposure to GLOBAL X DEFENSE TECH ETF (SHLD) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SHLD increasing?

    Institutional interest in SHLD can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.